DWP

Destiny Wealth Partners Portfolio holdings

AUM $871M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.69M
3
+$7.47M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$6.88M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$4.9M

Top Sells

1
+$10.1M
2
+$7.36M
3
+$6.67M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.77M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.66M

Sector Composition

1 Consumer Discretionary 5.16%
2 Technology 4.75%
3 Financials 4.64%
4 Communication Services 2.01%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
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